Questions, answered

Click Get started, then use Proto to configure Technology CRM for your business. Start with a familiar opportunity, an eligible account and separate Relationship Owner and Sales Manager identities. Rehearse discovery, evaluation review and a verified closing outcome before expanding the pilot.

Relationship Owner supplies existing qualification evidence for the current New revision. The qualification action records that evidence in the activity history and advances the opportunity to Qualified with an operation result that the team can inspect.

Record the environment, trial end, active seats and security review against the opportunity. Agree how each observation is collected and what evidence Sales Manager needs before independently deciding the submitted evaluation.

The evaluation has its own review and completion path. Closing the opportunity requires verified customer acceptance or loss evidence and an independent review of the opportunity revision.

Sales Manager independently reviews the submitted revision and records the decision and reason. Relationship Owner prepares the proposal scope and next activity. Resolve a different eligible reviewer if the usual manager helped prepare that revision.

Record Negotiation when negotiation has actually begun and the customer discussion supports that stage. Proposal submission alone does not establish negotiation; retain the interaction outcome and agreed next action.

Relationship Owner submits verified outcome evidence, then Sales Manager reviews the exact revision. Won records the winning date and Lost records the loss reason. Both preserve the previous expected value and activity history.

Use the authorized correction process. Executed scope requires independently approved compensation, and any required downstream confirmation must be received before that action is completed. Preserve the original outcome and evidence.

Attach files to the opportunity with a useful title and evidence type, then choose Internal or Shared visibility. Rehearse actual file access before release and agree any external document connection during implementation.

Use the recorded expected USD value and probability estimate for each open opportunity. The result is a sales estimate. Agree how probabilities are maintained and keep unknown estimates visible for review.